See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,200 | $45,863-71.2% | $77,024-82.9% | $68,494-80.7% |
| Participation rate | 62.1% | 55.9%+6.2pp | 67.9%-5.8pp | 67.9%-5.8pp |
| Annual return | -17.22% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,651 | $2,962-44.2% | $4,426-62.7% | $4,027-59.0% |
| Admin fee / account holder | $173 | $3,041-94.3% | $5,425-96.8% | $5,403-96.8% |